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Plan Terminations
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Retirement Plans
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Plan Terminations
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Terminated Defined Benefit Plan
(5 replies)
Asset with zero value
(6 replies)
Missing document
(2 replies)
Partial Termination
(3 replies)
plan termination dates
(1 reply)
Insufficient termination -- how to make sufficient
(3 replies)
Money Purchase Plan Merger
(7 replies)
Form 5310
(1 reply)
Partial Plan termination when all but owner is left
(5 replies)
Terminating an ESOP (de minimis amounts)
(0 replies)
QRP Conversion
(1 reply)
Terminating a Profit Sharing Plan
(5 replies)
Forfeitures in a Terminated MP Plan
(1 reply)
Corporation closed but Plan not terminated
(7 replies)
Plan termination when plan sponsor in bankruptcy
(3 replies)
GATT and Reversion
(1 reply)
Minimum Top Heavy Contribution Requirement on a Terminated Plan
(1 reply)
Form 5310?
(5 replies)
Partial Plan Termination--Follow Up Questions
(2 replies)
Partial Plan Termination--Who Do You Vest?
(3 replies)
DB Plan Termination and PBGC
(1 reply)
Sole proprietor incorporates - does this mean plan must terminate?
(2 replies)
no response to distribution froms for a terminating money purchase pla
(7 replies)
ineligible participant -assets already distributed
(2 replies)
Excise tax on reversion where overfunding due to anticipated demutuali
(2 replies)
Termination going on.. and on...and on
(7 replies)
Employees refuse Employer's Profit Sharing Contribution!
(9 replies)
5500 deadline for Terminated Plan
(1 reply)
Validity of old QJSA forms post-termination
(3 replies)
Timing to fully vest termed EE's non-vested balances?
(0 replies)
Normal DB Plan Termination and Annuities ?
(0 replies)
DB termination, reversion, and replacement DB plan-where's the catch?
(3 replies)
plan terminating final contribution
(2 replies)
Missing Participants - PS plan terming w/ DB plan
(4 replies)
Distributions After Death- 401(a)(9)
(1 reply)
When we distribute benefits from a terminated plan, do we need to send
(2 replies)
Form 8717 and related user fee for termination (F5310)
(5 replies)
Do we need to wait for the determination letter from the IRS regarding
(8 replies)
Doc Update
(4 replies)
Money Purchase Plan Termination: 5500-EZ
(0 replies)
New Form 5310
(5 replies)
Terminating Keogh and Required Minimum Distribution
(1 reply)
Target Benefit Plan to Cross-Tested
(0 replies)
Terminating a MP plan to start DB plan
(1 reply)
Definition of "affected employee" in a partial plan terminat
(2 replies)
GUST amendments for terminated plans
(1 reply)
Identity of Interested Parties
(3 replies)
415 Limit in Year of Termination
(1 reply)
Merging/Terminating Money Purchase plan
(2 replies)
Plan Termination Notice
(4 replies)
Allocation or reversion of demutualization proceeds received from a gr
(6 replies)
Withdrawal of 403 (b) plan of limbo employee status.
(0 replies)
HCE Determination - M&A
(1 reply)
What needs to be done to terminate a SARSEP?
(2 replies)
204(h) notice and IRC 4980F
(1 reply)
5310 for multiple employer plan
(1 reply)
terminating a plan with no plan sponsor
(3 replies)
Schedule Q No Longer Required
(1 reply)
Termiantion of DC and Surrender Charges
(0 replies)
Complete discontinuance of profit sharing contributions
(6 replies)
Termination or Merger of plan with no assets or participants
(0 replies)
term plan, having trouble liquidating
(2 replies)
Necessary to Re-Terminate Plan?
(2 replies)
Full vesting upon plan termination
(9 replies)
GUST Update - terminating plan
(1 reply)
If a distribution check has not been cashed, is the plan considered pa
(6 replies)
Terminated PBGC Cov'd DB Plan - Missing vs. "Not Responding"
(1 reply)
During transition from DC to 401K, can funds be deposited into money m
(8 replies)
standard termination of pension plan
(0 replies)
Death of the MPPP?
(1 reply)
Can a paired standardized money purchase plan be merged into a profit
(0 replies)
Unlocated Participants
(1 reply)
Ineffective Termination; Vesting of New Participants
(5 replies)
Money Purchase Pension Program Terminations
(1 reply)
Distribution from terminated? plan
(3 replies)
MP Plan terminated 1/99; IRS termination approval 11/99; notice of IRS
(1 reply)
Any way to anonymously confirm PBGC Form 500 filing?
(2 replies)
Insolvent Employer Plan Termination Fees
(0 replies)
DC plan terminated 12/31/99. No distributions. No IRS filing. What
(4 replies)
5310 Determination Letter Provides Document Reliance?
(1 reply)
Warrants in terminating plan
(3 replies)
Terminating DB Plan's 5310 det. letter filing "randomly selected
(1 reply)
Contribution for terminated MPPP?
(2 replies)
Unexpected excess assets from plan term
(0 replies)
Termination of PSP which previously merged with a MPPP
(0 replies)
How do I terminate an esop (steps, stautes, regs)?
(3 replies)
Minimum funding requirement due for terminated MPP
(2 replies)
Excess Contributions to terminated Money Purchase Plan
(0 replies)
Trust earnings paid 5 years after termination and "final" di
(1 reply)
After-tax Contributions in a DB plan termination
(1 reply)
Top Heavy Minimum Funding for Terminating Plan?
(7 replies)
Terminating MP plan 415 issue
(1 reply)
DC Plan "Un-termination" -- Part II
(2 replies)
Early retirement eligibility requirements upon plan termination
(1 reply)
Deferred Retirement Option Plan ("DROP")
(1 reply)
How to handle terminating DC plan with 415 suspense account.
(2 replies)
Correct documents to use when combining a SEP with a Qualified Plan
(1 reply)
Transferring assets of a terminated plan to another plan
(1 reply)
Notice of Intent to Terminate ever required for a DC plan termination?
(9 replies)
Tax Refunds to Plan after termination and full distribution of assets
(3 replies)
Is the IRS accepting Form 5310's prior to restatement of plan document
(3 replies)
Trustee's duties outside of PBGC
(0 replies)
Can a qualified 401(k) replacement plan apply the surplus assets obtai
(1 reply)
An plan termination was treated as a merger; is there a way to correct
(0 replies)
Participating Annuity Contracts in DB plan termination
(0 replies)
PBGC audit
(0 replies)
Almost terminated plan and beneficiary designation issues
(7 replies)
What is the minimum time you can give a participant in a terminating D
(0 replies)
Terminating DB assets
(0 replies)
Missing Participant Distribution Redux--Practitioner Preference?
(1 reply)
What is the "same desk rule" with respect to terminated or s
(1 reply)
Plan Termination - How to amend for "GUST" prior to availabi
(1 reply)
No original determination letter received - should we file on terminat
(0 replies)
Terminating a Profit Sharing Plan where no Contributions Were Made
(0 replies)
Once a plan has been terminated and the trust is closed, for what peri
(2 replies)
Final 411(d)(6) Regs - Requirement to offer a deferred annuity on plan
(0 replies)
OK to file final Form 5500 even though two distribution checks are sti
(1 reply)
Distributions from a disqualified plan--what are the consequences?
(0 replies)
Can a plan be "un-terminated"?
(4 replies)
Company has 2 profit sharing plans and wants to consolidate (merge) th
(0 replies)
Should client file a Form 5310 when terminating a standardized prototy
(2 replies)
Haunted by Ghost of Participant Past
(4 replies)
Is the choice of a distribution date in connecton with a plan terminat
(0 replies)
How to help participants avoid taxation of outstanding loan balances u
(1 reply)
Can't find terminated participants.
(3 replies)
Who is the Plan Sponsor of a Terminated Plan?
(3 replies)
Fully Vest Termed EEs Non-vested Bals?
(3 replies)
PBGC Termination Timing
(0 replies)
What is the due date of a final return?
(6 replies)
A few Qualified Replacement Plan questions, relating to administering
(0 replies)
Terminating 401(k) plan that files Form 5310 is "frozen" unt
(1 reply)
Plan Term Fees
(4 replies)
Terminating K Plan--lump sum distributions
(7 replies)
Not sure what this reg. section is all about.
(0 replies)
We are terminating a defined benefit plan and the client wants to purc
(2 replies)
Company with two DC plans and wants to merge them.
(1 reply)
Distribution of annuity upon termination of plan
(3 replies)
Partial Termination Issue
(1 reply)
What are the consequences of nullification by PBGC of a plan terminati
(1 reply)
How soon does a defined contribution plan have to make distributions a
(2 replies)
Can a 403(b) plan be a successor plan?
(0 replies)
GUST and 5310
(0 replies)
Adopting Employer wants Out
(1 reply)
A plan in which the sponsor is dead and all the participants are gone.
(4 replies)
Testing ADP on a terminated plan
(1 reply)
Reduction in ben. formula result in partial plan termination for DC p
(2 replies)
Should client file for a determination letter when terminating his one
(3 replies)
Looking for information on Defined Contribution Recordkeepers annual C
(1 reply)
What date is a horizontal partial termination considered to have occur
(3 replies)
IRS Required Statemnt for Termination of DB Plans
(0 replies)
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